My Services
As part of putting together your integrated wealth plan, we coordinate many different strategies to help address your needs.
Integrated wealth planning
Comprehensive approach
Coordination with other advisors
Investment Management
Wealth preservation, value driven approach
Customized portfolios
Retirement Planning
Building wealth
Retirement income strategies
Liability Management
Management of concentrated positions
Protection from long term health care costs, death of a spouse, disability
Wealth Transfer Planning
Establishing a legacy plan
Wills and trusts
Estate Planning Strategies
Wills, trusts and essential estate planning strategies
Preserve your estate for intended heirs
Establish beneficiary designations
*Working with specialists available through Wells Fargo Advisors Financial Network and its affiliates
Tax Planning Strategies
Tax efficient investment strategies
Income distribution strategies
Charitable Gifting
Impact investing strategies
Charitable gifting strategies
Education Funding Strategies
Estimate the funds needed
Identify the best approach to help save
"Personalized attention, coordination with other professionals and comprehensive solutions designed to address your wealth management needs."
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.